Keep accounting managers on top of tax engagement submissions
Keep accounting managers on top of tax engagement submissions
Accounting managers miss tax engagement forms in busy inboxes, risking filing delays. This logs each submission into a master spreadsheet so accounting managers begin billing and assign work.
Overview
Accounting managers risk missed filings and delayed billing when engagement forms get buried. This workflow captures every submission into a single master spreadsheet, eliminating overlooked intake and enabling prompt billing and work allocation. Accounting teams report reduced manual entry and cleaner audit trails.
Notable Features
- Add engagement submissions as rows
- Map filing options and payment status
- Notify accounting manager for new entries